The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
243 Views
The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
191 Views
Chef's Selection: November & December Company Visits
We have just completed visiting 20 companies during the November and December 2017 period. Now, firstly, we have to admit that the companies we met...
152 Views
SIS...If Dell Could Start Over
Back in my MBA days, one of the most famous business heroes back then was Michael Dell...someone crazy enough to say his life mission was to beat...
188 Views
Five Big Ideas for the Next Five Years
Over the next five years, a lot of things will continue to change. In this review, we highlight five possible trends and two Thai stocks each that...
3.3k Views